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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,909 | $171,867-85.5% | $149,721-83.4% | $147,586-83.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.41% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $2,266 | $6,275-63.9% | $5,444-58.4% | $4,876-53.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $193 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |